I run an independent financial practice in Langley. Before that I spent ten years in civil construction.
Many of my clients are families raising a child with a disability
Independent practice. Registered plans, tax efficiency, insurance.
With those families the work is Disability Tax Credit eligibility, RDSP grant and bond matching, and withdrawal timing. The rules are published and nobody explains them well, so families leave grant money on the table or take it out at the wrong time.
The rest of the practice is tax efficient structuring of personal finances and property purchases, and life insurance for dependents who will outlive the person providing for them.
I spent a year fixing how a contractor gets paid
Internal process and systems work, covering the documentation, approvals and billing that sit between field production and payment.
- Standardized RFIs and change orders across active projects: templates, routing, status tracking
- Rebuilt the monthly billing procedure, faster to prepare and harder to get wrong
- Built an extra work tracking system on HCSS HeavyJob. Crew logs the extra in the field, client signs on site, office prices it the same day
Before that I ran civil projects across Metro Vancouver
Municipal road and paving programs, transit corridor work, private industrial and commercial servicing. Subcontractor and supplier coordination, submittals and specification compliance, quantity tracking, progress claims, and daily contact with municipal engineering, consultants and inspection.
- Led: 2022 Port Moody Local Road Network Paving Program. Sunset Industrial Centre site servicing. Kutak Shaughnessy One offsite civil works. Seair Seaplanes hangar upgrades.
- Coordinated: TransLink R6 RapidBus. Agnes Greenway, City of New Westminster.
- And many more...
I started on machines
Excavators, backhoes and skid steers on civil jobs around the Lower Mainland, contracted to Matcon, Hall, B&B, Complete Utility and Beedie, and others. Serviced and repaired them in the field. Maintained the salt truck fleet through winter.
Before that I built websites, which is how this one exists.
Around Langley
- Langley Toastmasters Secretary, and Immediate Past President
- Langley Chamber of Commerce Next-Gen Business Network, past co-chair
- Community Safety Awareness Committee City of Langley